ESAB (ESAB) Q2 FY26 earnings call

ESAB delivered a strong second quarter, marked by record sales and adjusted EBITDA, and a return to organic growth in both segments. The strategic DFI acquisition closed ahead of schedule, accelerating the company's transformation towards a higher-margin, equipment-centric business model. While navigating temporary price-cost pressures and geopolitical headwinds in the Middle East, ESAB is focused on leveraging its enhanced workflow solutions and EBX AI to drive organic growth, margin expansion, and deleveraging.